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Date: Yesterday
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Exeter, Devon
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£25,000 - £30,000 per annum
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0 applications
Portfolio Manager Location: Exeter Salary: £25,000 - £30,000 This is an incredible opportunity to be working for one of the leading stockbroking and investment management companies in the UK that offer traditional, high-quality service to the discerning private investor. In this position you will be given great responsibility and a wide rage of duties to manage client portfolios. Duties and Require...
Position: Financial Advisor Location: Bournemouth Salary: £30,000 - £40000 + bonuses This successful IFA practice in Bournemouth are seeking new advisors to join as they continue their gradual expansion. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job description Based at th...
Position: Financial Advisor Location: Norwich Salary: £30,000 - £40,000 + bonuses + benefits Here lies an exciting opportunity to work within a successful IFA practice in Norwich. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job description Based at the company's Norwich o...
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Date: 5 days ago
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Bristol, Avon
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£35,000 - £45,000 per annum
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1 application
Position: Credit Risk Manager Location: Bristol Salary: £35,000 - £45,000 DOE We are now recruiting for a Credit Risk Manager to join an established national firm. Where the successful candidate will be responsible for the entire running of the internal Debtor Protection policy. Role Agreeing, underwriting and monitoring debtor insured limits Deal directly with any claims that arise ...
Junior Paraplanner/ Senior Administrator Location: Salisbury Salary: £22,000 - £28,000 Our client is looking for a Junior Paraplanner/ Senior Administrator with strong technical knowledge in both Pensions and Investments, to join their progressive Wealth Management practice. This is a fantastic opportunity where you will be supporting a highly successful fee earner within the company. Duties and Res...
Position: Self Employed IFA Location: Lincoln Excellent opportunity for a Diploma qualified Financial Advisor to join an established firm in the Lincoln area. This is an ideal position for an experienced Financial Advisor who has the motivation to succeed and build upon their current client base and increase their FUM, Responsibilities Provide expert, independent advice to clients Maintain excel...
Paraplanner Location: Somerset Salary: £20,000 - £25,000 Our client is currently looking for an experienced Paraplanner to join their established team. Our client is a full service firm working within the professional markets and are able to cross sell their services across a number of revenue streams. The successful candidate will be working with a number of IFA’s with the support of an Administra...
Position: Employed Financial Advisor Salary: £25,000 - £45,000 Location: Dorset Our client is looking for an experienced financial consultant to join them as they continue to build on their reputation of delivering a first class financial planning service to its clients on a nationwide scale You will be offering your client's advice on a broad variety of products based on their best interests, finding the...
Position: Employed Paraplanner Salary: £25,000 - £35,000 Location: Somerset This is an excellent opportunity to join one of the South West's largest Independent Financial Advisers. They are currently expanding further and are looking to bring on an experienced Paraplanner within their Financial Advisory team. The Paraplanner will play an integral role in providing a holistic service to the needs of all clients...
Position: Employed Independent Financial Advisor Salary: £35,000 + Location: Somerset An exiting position has become available in one of the largest Financial Advisers in the South West for a Financial Advisor position in the Somerset office. The successful person with manage existing clients as well as develop new clients to build even stronger relationships. Responsibilities: To provide...
Our client is looking for a competent Independent Financial Adviser with a proven income for the last 12 months primarily in the area of Investment and Pensions. Our Client advises affluent clients throughout the UK providing a high quality service, business management and development You will be an Industry Professional with the confidence and ability to offer a first class level of customer service to your portfolio of high net wor...
This is a fantastic chance to join a well respected experienced IFA practice Current clients of this practice include private individuals and SME directors They are fully RDR ready with a competitive fee structure in place; this company brings a refreshing approach to advising upon and dealing with its clients assets Skills and Responsibilities: The right candidate will have an extremely strong background in Sing...
Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client, a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who has a desire to continue thei...
8 jobs matching this search were posted in the last week
Our client, a Wealth Management organisation with a National presence, requires us to assist them in their expansion plans across the South West. With a strong reputation in the industry, RDR ready and a strong business model in place they are well placed to continue expanding their footprint Responsibilities: Bring a high degree of excellence to the company and a passion for maintaining and building upon your client bank ...
This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients. An excellent opportunity for an experienced administrator to work on an employed full time basis delivering excellent service in relation to any group scheme administered by the Company The role: Liaise closely with the Paraplanning team in relation to both legacy and new pension schemes ...
This is an excellent opportunity to join a company boasting over forty years of experience in the financial services industry between their Directors. Their client base focuses around looking after private clients and the directors of SME's. Fully RDR ready with a fee structure in place, this company brings a refreshing approach to advising upon and dealing with its clients assets. They use Discretionary Fund Managers and do not manage any ...
A national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor in their Bristol office. Responsibilities: Provide expert, independent advice to clients Maintain excellent client relationships with existing clients whilst building in new business opportunities Achieve new business sales targets as agreed with the Sales Manager Develop professional introdu...
Here lies an exciting opportunity to work within a successful IFA practice in Bath. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job description: Based at the company's plush office, you will provide independent financial advice to your client bank offering a top level of financial advice You will liaise closely...
A national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor in their Midlands office. Responsibilities: Provide expert, independent advice to clients Maintain excellent client relationships with existing clients whilst building in new business opportunities Achieve new business sales targets as agreed with the Sales Manager Develop professional introd...
Position: Employed IFA Salary: £25,000 - £35,000 Location: Cardiff Excellent opportunity for a Diploma qualified Financial Advisor to join an established firm in the Cardiff area. With an employed position available for an experienced Financial Advisor who has some clients and FUM. Responsibilities Provide expert, independent advice to clients Maintain excell...
Position: Self Employed IFA Location: Lincoln Excellent opportunity for a Diploma qualified Financial Advisor to join an established firm in the Lincoln area. This is an ideal position for an experienced Financial Advisor who has the motivation to succeed and build upon their current client base and increase their FUM, Responsibilities Provide expert, independent advice to clients Maintain excel...
Position: IFA Administrator / Paraplanner Salary: £21,000 - £25,000 Location: Birmingham My Client is current seeking an experienced administrator / Paraplanner to join an IFA practice in North East Birmingham. They are an established practice that is looking to expand with fantastic opportunities available. The Role: Prioritising and carrying out all pre and post sales administration...
Position Group Scheme Administrator Location: Altrincham Salary: circa £19,000 d.o.e This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients An excellent opportunity for an experienced administrator to work...
Position: Group Scheme Administrator Location: Altrincham Salary: circa £19,000 d.o.e This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients An excellent opportunity for an experienced administrator to work on an employed full time basis delivering excellent service in relation to any group scheme administered by the Company Th...
Position: Chartered Financial Consultant Location: London Salary indicator: £45,000 - £65,000 + benefits Our client, a well respected Chartered Financial Planner, have asked us to source for them a Senior Consultant to join the team in London You will be responsible for managing an existing portfolio of key HNW and Pension Scheme Clients Key responsibilities To provide a qua...
